PCS
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Personal CFO Solutions’s Equity Lifestyle Properties ELS Stock Holding History

Personal CFO Solutions’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
3,440
+165
+5% +$10.4K 0.03% 488
2026
Q1 		$206K Sell
3,275
-27
-0.8% -$1.75K 0.03% 503
2025
Q4 		$200K Buy
+3,302
New +$204K 0.03% 500
2025
Q2 		– Sell
-3,247
Closed -$217K – 492
2025
Q1 		$217K Sell
3,247
-113
-3% -$7.54K 0.04% 408
2024
Q4 		$224K Buy
3,360
+101
+3% +$7K 0.04% 415
2024
Q3 		$233K Buy
3,259
+91
+3% +$6.38K 0.03% 494
2024
Q2 		$206K Sell
3,168
-42
-1% -$2.63K 0.03% 503
2024
Q1 		$207K Buy
3,210
+63
+2% +$4.23K 0.03% 519
2023
Q4 		$222K Buy
+3,147
New +$214K 0.04% 460

Other funds holding ELS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal CFO Solutions's ELS Position: Q2 2026 in Review

Personal CFO Solutions increased its Equity Lifestyle Properties (ELS) stake by 5% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,440 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #488.

Personal CFO Solutions first reported a position in ELS in Q4 2023 and has held it in 9 quarters since. The position peaked at $233K in Q3 2024. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Personal CFO Solutions held 3,440 shares of Equity Lifestyle Properties worth $224K as of Q2 2026.
  • Personal CFO Solutions bought 165 Equity Lifestyle Properties shares in Q2 2026, an estimated $10.4K.
  • Equity Lifestyle Properties made up 0.03% of Personal CFO Solutions's portfolio in Q2 2026, its #488 holding.
  • Personal CFO Solutions first reported a position in Equity Lifestyle Properties in Q4 2023 and has held it in 9 quarters since.
  • Personal CFO Solutions's Equity Lifestyle Properties position peaked at $233K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.